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Ali Partovi, Tim Fist, China's Semiconductor Evolution, NVIDIA's China Business

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China's Semiconductor Odyssey

This chapter explores the evolution of China's semiconductor industry from the inception of the 863 program in 1986 to the establishment of key players like SMIC and Huawei's HiSilicon. It highlights the ongoing challenges of outdated technology and the impact of U.S. export controls on China's efforts for self-reliance. The discussion concludes with an examination of how geopolitical tensions and trade policies are reshaping the landscape of global semiconductor innovation.

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